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Add a Salesforce Template Related List

As you set up your templates, use Template Related Lists. When a user creates a document from your embedded template, the Salesforce template related lists automatically populate with the record’s data and continue to stay up to date. Configure the Salesforce List live app in Quip to auto-populate with a list of Opportunities related to an Account.

Required Editions

Available in: Lightning Experience
User Permissions Needed
To configure the Salesforce List live app: Customize Application
Important
Important Salesforce Template Related Lists are available only in templates. To use template related lists, mark the document as a template and make sure that the template is unlocked.
  1. In a document, enter @Salesforce List.
  2. Select Template Related List.
    Template Related List selected
  3. Select the object of the record your template is embedded in and then its related list type. For example, to set up an Opportunities list view for an Account object, select Account as the Object and Opportunities as the related list type. Click OK.
    Account related list types shown
  4. If you don’t see the related list, select Manual Mode and enter the information manually.
    Manual Mode icon highlighted
    1. To dynamically update the Salesforce List live app based on a record type, enter the Record ID with mail merge syntax.
      Tip
      Tip Mail merge syntax is case-sensitive. To auto-populate the Opportunity’s Account Id using mail merge syntax, enter [[Opportunity.Account.Id]] and not [[Opportunity.Account.ID]].
      Manual Mode fields highlighted
    2. To set up the Salesforce List live app for a list related to the previously selected object, enter the related list’s API name. To make sure that the related list type is supported in your org, check its supported objects.
    3. Enter the number of rows to show in your related list view.
    4. To return to List Mode, click List Mode icon.
  5. Select which column to show and populate with Salesforce record data.
    Select columns to show on related list window
    Tip
    Tip You can select which columns to show only for related lists added via List Mode and not Manual Mode.
  6. Click OK. After the template related list is set up, the columns appear but their values are blank.
    Empty state for Template Related List
  7. After you finish configuring your template, add it to the Quip Document component.